Imperial Oil
217 hedge funds and large institutions have $6.33B invested in Imperial Oil in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 61 reducing their positions, and 22 closing their positions.
165% more call options, than puts
Call options by funds: $29.9M | Put options by funds: $11.3M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
39% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 61
18% more capital invested
Capital invested by funds: $5.36B → $6.33B (+$966M)
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
1.8% more ownership
Funds ownership: 14.36% → 16.16% (+1.8%)
0% more funds holding
Funds holding: 216 → 217 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$319M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$151M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$106M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$35.1M |
| 2 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$32M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$13.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$7.43M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$6.99M |
IMO Hedge Fund Activity: Q1 2014 in Review
217 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2014, worth a combined $6.33B — up 18% from $5.36B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IMO positions and 22 closed out — a net gain of 3 holders — while 85 added to existing stakes and 61 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $319M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $35.1M sold.
- 217 institutional investors held Imperial Oil (IMO) as of Q1 2014, up from 216 in Q4 2013.
- Funds reported $6.33B of Imperial Oil stock for Q1 2014, up 18% quarter-over-quarter.
- 25 funds opened new Imperial Oil positions in Q1 2014 and 22 closed out, a net change of +3 holders.
- The largest Imperial Oil buyer in Q1 2014 was Fidelity Investments, an estimated $319M added.
- The largest Imperial Oil seller in Q1 2014 was T. Rowe Price Associates, an estimated $35.1M sold.
Based on aggregated 13F filings for Q1 2014.